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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,527 | $41,016-52.4% | $152,093-87.2% | $64,097-69.5% |
| Participation rate | 56.1% | 51.3%+4.8pp | 77.8%-21.7pp | 55.2%+0.9pp |
| Annual return | 130.99% | 39.60%+91.4pp | 66.36%+64.6pp | 34.64%+96.3pp |
| Employer contribution / active EE | $1,695 | $1,342+26.2% | $4,175-59.4% | $1,891-10.4% |
| Participant deferral / active EE | $3,723 | $1,927+93.2% | $5,451-31.7% | $3,080+20.9% |
| Admin fee / account holder | $2,901 | $2,305+25.8% | $14,497-80.0% | $3,454-16.0% |